Electronic forms

What are the forms?

For everyone who uses the system, the forms are the place where you enter the data of a new record, the place where you edit the data of an existing record, or the place where you view a record’s data (without editing)

Each “record type” will have its own form, which can be displayed from the “main screen” of that record type.
For example – an employee will be able to access the main screen called “hours reports”, and open a form from it to create a new record in which they will report hours for January 2020, with the report date, the name of the person filling in the form, and a table with days and hours…

Additional details

The system administrators (and not the “regular” users), are the ones responsible for creating the forms – and they can do it easily and quickly, by dragging “fields” of various types (text, selection list, date picker, number…) and placing them in the appropriate position with the appropriate size…

To each form from which you want to generate documents and/or digitally sign, a “template document” in Word will also be attached, allowing the merge action to be performed to create the document…